Winter & Associates, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Winter & Associates, Inc. opened 14 positions, added to 23, reduced 13 and sold out of 4.
- Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 1,461.
- Q2 2026: Stock HCA; Country of operation United States; Class COM; Shares before 465.
- Q2 2026: Stock CRM; Country of operation United States; Class COM; Shares before 1,115.
- Q1 2026: Stock BLK; Country of operation United States; Class COM; Shares before 200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109063), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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